Financial Advisor
MassMutual North Carolina
Chapel Hill, NC US
Posted ago
MassMutual North Carolina

Our experienced advisors are able to continuously grow their careers the way they want to alongside awesome support staff and experienced mentors! We plan comprehensively for our clients and are able to offer additional services to best serve them all in one place! It is important to us that our experienced advisors, though able to stand on their own, still strive to work in a team environment to increase efficiency and continue to learn in an ever-changing industry.

Responsibilities

Our Advisors are able to:

  • Provide financial planning and investment advisory services
  • Research and present investment strategies
  • Develop and execute retirement planning
  • Implement risk management and tax planning strategies
  • Coordinate estate planning
  • Manage client relationships
  • Identify and cultivate new clients
  • Develop and grow a book of business
  • Work alongside staff to coordinate correct plan implementation and appropriate paperwork and account setup

Work/Life Balance and Structure: Exceptional benefits and compensation packages. Training, licensing assistance, and continuing education assistance. This position allows advisors to schedule to obtain the most flexible work/life balance possible!

Qualifications

Education and Experience Requirements:

  • Life, Health, and LTC Licenses
  • FINRA SIE, Series 7, and 66
  • CFP certification is a plus
  • Bachelor’s degree
  • 3-5 years experience in the financial industry

Additional Skills/Bonus Points:

  • Comprehensive knowledge of topics related to financial planning
  • In-depth understanding of the securities industry, including investment and insurance products and services
  • Self-starter with an enterprising spirit
  • Results-oriented mindset
  • Exemplary written and verbal communication skills
  • Strong interpersonal aptitude
  • Ability to maintain confidentiality
  • Experience with financial planning software (eMoney, MoneyGuide)
  • Advanced Microsoft Excel skills

Compensation
$100,000 commission at plan
About MassMutual North Carolina

We strive to please our clients, our associates, and our community. We have a fun, high-activity environment that offers flexibility and focuses on results. If you want to make an impact in people's lives, be around high-achieving mindset individuals, and create healthy, predictable revenue we can help get you there.

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